Purchases and Sales Made in Q4 2024 in Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI KLD 400 SOCIAL ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.52K+ 16.59% |
$164K - $176K
|
10.7K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 6.66% |
$161K - $173K
|
24K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.48K+ 7.77% |
$159K - $171K
|
20.5K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.44K+ 18.25% |
$155K - $167K
|
9.35K
$954K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 8.43% |
$152K - $164K
|
18.2K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.4K+ 29.01% |
$150K - $161K
|
6.2K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.34K+ 2.51% |
$144K - $155K
|
54.6K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.32K+ 41.3% |
$142K - $153K
|
4.51K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.25K+ 30.35% |
$135K - $145K
|
5.38K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.14K+ 6.45% |
$122K - $132K
|
18.8K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.14K+ 0.48% |
$122K - $131K
|
236K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.07K+ 4.14% |
$115K - $123K
|
26.8K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.02KNew |
$110K - $118K
|
1.02K
$104K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
967New |
$104K - $112K
|
967
$98.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
910+ 4.34% |
$97.7K - $105K
|
21.9K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
904+ 1.93% |
$97.1K - $105K
|
47.7K
$4.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
897New |
$96.3K - $104K
|
897
$91.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
828+ 0.9% |
$88.9K - $95.8K
|
92.7K
$9.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
804+ 2.39% |
$86.4K - $93K
|
34.4K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
788+ 10.59% |
$84.6K - $91.2K
|
8.23K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
777+ 16.54% |
$83.5K - $89.9K
|
5.48K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
735+ 16.7% |
$78.9K - $85K
|
5.14K
$524K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
704+ 8.54% |
$75.6K - $81.5K
|
8.95K
$913K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
674+ 21.74% |
$72.4K - $78K
|
3.77K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
655+ 3.45% |
$70.4K - $75.8K
|
19.6K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
650+ 20.57% |
$69.8K - $75.2K
|
3.81K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
650+ 13.41% |
$69.8K - $75.2K
|
5.5K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
587+ 17.9% |
$63K - $67.9K
|
3.87K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
568+ 2.25% |
$61K - $65.7K
|
25.8K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
561+ 25.1% |
$60.3K - $64.9K
|
2.8K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
542+ 23.08% |
$58.2K - $62.7K
|
2.89K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
496+ 2.92% |
$53.3K - $57.4K
|
17.5K
$1.78M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
475New |
$51K - $55K
|
475
$48.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
462+ 12.32% |
$49.6K - $53.5K
|
4.21K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
447+ 12.07% |
$48K - $51.7K
|
4.15K
$423K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
444+ 1.06% |
$47.7K - $51.4K
|
42.3K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
433+ 74.66% |
$46.5K - $50.1K
|
1.01K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
416+ 84.04% |
$44.7K - $48.1K
|
911
$92.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$43K - $46.3K
|
400
$40.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
393+ 4.56% |
$42.2K - $45.5K
|
9.01K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
385+ 10.85% |
$41.4K - $44.5K
|
3.93K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
349New |
$37.5K - $40.4K
|
349
$35.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
348New |
$37.4K - $40.3K
|
348
$35.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
326New |
$35K - $37.7K
|
326
$33.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
324+ 12.39% |
$34.8K - $37.5K
|
2.94K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
318+ 8.71% |
$34.2K - $36.8K
|
3.97K
$405K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
302New |
$32.4K - $34.9K
|
302
$30.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
299+ 1.22% |
$32.1K - $34.6K
|
24.8K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
288+ 1.06% |
$30.9K - $33.3K
|
27.4K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
265+ 5.87% |
$28.5K - $30.7K
|
4.78K
$488K
|